Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Equisoft/analyze?
Equisoft/analyze for advisors functions as a comprehensive solution for asset allocation and wealth analysis specifically designed for financial advisors. By employing a distinctive four-step methodology, it guarantees that the recommendations provided align closely with the risk profiles of investors. The platform adequately addresses suitability and know-your-product regulations, granting users access to an array of over 20 distinct institutional-grade analytic metrics. These metrics are sourced from reliable third-party data providers, with the added flexibility to integrate custom data feeds, and they encompass a diverse range of investment vehicles, including mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. The analysis process considers essential variables such as investment timeframes, account inflows and outflows, distributions reinvestment, rebalancing thresholds, and the tax status of accounts. Moreover, users can develop retirement strategies by assessing cash flows, asset growth and withdrawal phases, and the likelihood of financial success, among other functionalities. The tool also allows for a thorough evaluation of life, critical illness, and disability insurance, supported by user-friendly guided workflows that enhance the overall experience. Additionally, its advanced analytics equip advisors to make informed decisions that resonate with their clients' financial aspirations, ultimately leading to more effective client-advisor relationships. As a result, this platform significantly contributes to the optimization of financial planning processes.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
FACT Software Group
Company Location
India
Company Website
www.familywealth.guru
Company Facts
Organization Name
Equisoft
Date Founded
1994
Company Location
Canada
Company Website
www.equisoft.com/products/asset-allocation-analyze-for-advisors
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management